How to Use Reporting Tools To Actually Help Your Clients

Most people see reports as dashboards. Good advisors see them as trust-builders, conversation starters, and decision-making engines.

In this session, Spotlight Reporting's Mel Rollason is teaming up with Amanda C. Watts at The Business Advisor Academy to show you how to turn data into real client results, without overwhelming them.

In this 1-hour webinar you'll discover:

✒️ Practical techniques to make reports truly useful - not just pretty

📊 How to turn reports into strategic conversations

🔑 The key to helping clients understand the why behind the numbers

💡 Simple ways to spark smarter decisions with Spotlight Reporting

📉 Why less data (done right) leads to more trust

Interested? Sign up today to learn something new. Can't make it? No worries, register anyway and we'll send you the recording after the session.